Independent Wealth Network Inc. Vanguard Whitehall Fds (Vangua Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
A detailed history of Independent Wealth Network Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Independent Wealth Network Inc. holds 17,927 shares of VYM stock, worth $2.41 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
17,927
Previous 17,589
1.92%
Holding current value
$2.41 Million
Previous $2.09 Million
10.16%
% of portfolio
1.05%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.52 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.3 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$726 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$676 Million0.21% of portfolio